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CAIA Boston: The Great Convergence - Exploring the Future of Alternative Investments with Aaron Filbeck
Date(s):
April 10, 2025
Note: All times listed are in local time
Venue:Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215
Fee(s):Free Event
Description:y. Today, the investment profession is undergoing a seismic shift
as the traditional boundaries between public and
private markets blur in unprecedented ways.
We call this phenomenon The Great Convergence.
It’s reshaping business models, portfolio strategies, and even the ethics of our profession, creating a need for bold ideas, flexible frameworks, and a commitment to shared standards.
Join CAIA Boston with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy at CAIA Association,
as we discuss some of the examples and implications of
this trend over the next several years. Thursday, April 10th | 12 - 1:30 PM | The Harvard Club
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Aaron Filbeck
Organization: CAIA Association
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP leads CAIA Association’s global thought leadership and content development agenda, content marketing efforts, and industry events. He also oversees strategy for CAIA’s 20 chapters across the U.S., Canada, and Latin America. Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA.
Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for an RIA focused on serving high-net-worth individuals and institutional retirement plans.
He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.
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